Transaction Profile

Primarily control buyouts, with consideration given to minority investments with structured control provisions

Geographic Focus: Financial Services: US only; Business & Consumer Services: primarily US, with other geographies considered

Locked or hidden value stories

Characteristics

Businesses poised for technology change or transitioning to scalable business models

Strong customer relationships, and defensible competitive positions

Potential for multiple expansion through M&A

Superior Return on Investment

Potential for operational improvements

Past revenue growth and strong macro tailwinds

Competitive Advantage

Presidio’s investment team has successfully deployed $6 billion+ of private equity capital over the span of their careers. For the past decade, our focus has been on investing in entrepreneur-led businesses in the lower middle market and leveraging our key competitive advantages, as listed below.

Hands-On Approach

In addition to investment experience, all members of Investment Team have substantial operating experience, including multiple CEO roles in targeted verticals

While board seats are important, actively working side-by-side with management is critical for investment success in the lower middle market; team actively helps and/or leads strategic planning, operations review and growth initiative assessment and execution

Members of investment team available to function as operating team-members, including interim-CEO, COO and CFO roles